Bank of America

Bank of America Portfolio holdings

AUM $1.34T
1-Year Est. Return 19.29%
 

Bank of America, founded in 1904 as the Bank of Italy by Amadeo Giannini to serve immigrants in San Francisco, is now one of the largest financial institutions in the world, headquartered in Charlotte, North Carolina, following its 1998 merger with NationsBank. It provides a broad spectrum of services, including consumer banking, wealth management (through its Merrill division), commercial banking, and investment banking, managing trillions in assets and serving millions of customers globally.

This Quarter Est. Return
1 Year Est. Return
+19.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$871B
AUM Growth
+$75.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,695
New
Increased
Reduced
Closed

Top Buys

1 +$3.42B
2 +$2.57B
3 +$2.54B
4
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$2.5B
5
NVDA icon
NVIDIA
NVDA
+$2.21B

Sector Composition

1 Technology 13.89%
2 Healthcare 7.79%
3 Financials 7.57%
4 Consumer Discretionary 6.19%
5 Industrials 6.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
4601
$430K ﹤0.01%
52,403
+17,842
4602
$428K ﹤0.01%
15,211
-7
4603
$428K ﹤0.01%
16,719
+1,054
4604
$428K ﹤0.01%
85,455
+62,332
4605
$428K ﹤0.01%
13,504
+1,201
4606
$425K ﹤0.01%
34,496
+274
4607
$424K ﹤0.01%
12,545
+1,512
4608
$424K ﹤0.01%
3,265
-745
4609
$424K ﹤0.01%
107,489
+31,632
4610
$423K ﹤0.01%
16,232
+1,470
4611
$423K ﹤0.01%
3,069
+329
4612
$422K ﹤0.01%
21,038
+1,013
4613
$420K ﹤0.01%
230,870
+86,810
4614
$420K ﹤0.01%
56,780
-10,000
4615
$420K ﹤0.01%
19,478
-21,580
4616
$418K ﹤0.01%
490,023
-2,389,134
4617
$417K ﹤0.01%
43,273
-3,378
4618
$417K ﹤0.01%
25,386
-513
4619
$416K ﹤0.01%
4,653
-77,786
4620
$416K ﹤0.01%
12,214
+581
4621
$416K ﹤0.01%
69,574
-78,975
4622
$414K ﹤0.01%
100,926
+5,559
4623
$413K ﹤0.01%
44,551
-1,503
4624
$413K ﹤0.01%
88,894
-175,467
4625
$413K ﹤0.01%
16,361
-1,019